Set boarding rates, policies and add-ons

Boarding Rates & Policy holds what a night or a daycare day costs, your peak periods, and your cancellation rules. Boarding Add-Ons holds the extras a stay can have, like an extra walk or a bath before pick-up. Invoices use the rates to work out a stay's charges (see Bill a boarding stay).

Only staff who can manage boarding settings see these screens, usually the practice manager.

Add a rate

A stay is priced by the most specific rate that matches it. A rate naming both the unit type and the species beats one naming only the unit type, which beats one naming only the species, which beats a catch-all. Ties go to the lowest sort order.

1. In the menu, open Boarding Billing and select Boarding Rates & Policy.
2. Under Add a rate, enter the Rate name. It becomes the invoice line's description.
3. Choose the Stay type: Boarding or Daycare.
4. Choose what it's Charged per: Per night for a boarding stay, or Per day for daycare.
5. Enter the Base rate.
6. Select Add rate.

Leave Unit type on — Any unit type — and Species on — Any species — for a rate that applies to everything, or narrow either one. To change a rate, edit its row in the Rate card and select Save. Set Status to Retired to stop a rate matching new stays.

If two active rates claim the same stays, a warning tells you which one actually prices them, so you can retire the other.

Add a peak period

A peak period is a named range of dates, like Thanksgiving week. It's used twice: by peak price overrides, and by the peak half of the cancellation policy.

1. Under Add a peak period, enter a Name.
2. Pick the First day and Last day. Both are included.
3. Select Add peak period.

Peak periods can overlap, such as a July 4th weekend inside Summer. On overlapping dates the highest Priority wins, and a warning names which period governs.

Change prices during a peak period

A peak period changes no prices on its own. Add an override to do that. Each override is either a flat price or a percentage surcharge, never both.

1. Under Add an override, choose the Peak period.
2. Choose which rate it Applies to, or leave it on — Every rate —.
3. Enter a Flat price, or a percentage in …or surcharge (%).
4. Select Add override.

An override for one specific rate beats an every-rate override for that rate.

Set the cancellation policy

The Cancellation policy has two tiers. A stay whose drop-off date falls in an active peak period uses Peak; every other stay uses Off-peak.

1. Under Off-peak, enter the Notice required (hours), and the Late-cancel fee and No-show fee if you charge them.
2. Under Peak, do the same, starting with Notice required (hours).
3. Under Both tiers, set the Reminder lead time (hours) and choose whether the policy Applies to daycare bookings?
4. Select Save cancellation policy.

A blank fee means no fee is configured, which isn't the same as a fee of zero. Until you save, the boxes show the shipped defaults and no policy is in effect.

These fees are settings, not charges. A late cancellation or no-show adds a fee line to the invoice for staff to accept or waive, and nothing charges a card automatically.

Add an add-on

Add-ons are what the desk attaches to a stay and what clients can tick in the online booking form.

1. In the menu, open Boarding Billing and select Boarding Add-Ons.
2. Under Add an add-on, enter a Name.
3. Choose what it's Offered for: Boarding and daycare, Boarding stays only or Daycare days only.
4. Enter the Price, or leave it blank for a free extra.
5. Choose What the price buys: Once for the whole stay, For each night, For each day or Each time it happens.
6. Choose whether the Client can tick it?
7. Select Add add-on.

What the client reads is a short description shown on the booking form. Species and Most per unit are guidance for your staff only; the booking form doesn't enforce them. Choose No — only staff can add it for anything that needs a conversation first, like medication administration. It's still active and billable, clients just can't pick it themselves.

There's no delete. To stop offering an add-on, set its Status to Retired in the list and select Save. The On stays column shows how many reservations use it.